Privacy Policy

1. Introduction

HeyIntake ("HeyIntake," "we," "our," or "us") is a product developed and operated by Okliko Inc., a Delaware-incorporated company.

This Privacy Policy explains how we collect, use, store, and protect information when you use our website and services (the "Service").

By using HeyIntake, you agree to the practices described in this Privacy Policy.

2. Information We Collect

We collect the following types of information:

A. Account Information

• Name
• Email address
• Business name
• Billing information

B. Submission Data

When your customers complete intake forms, we process:

• Contact details
• Form responses
• Uploaded information (if applicable)
• Metadata such as timestamps and IP address

C. Usage Data

We may collect:

• Log data
• Browser type
• Device information
• Interaction with the Service

3. How We Use Information

We use collected information to:

• Provide and operate the Service
• Process and store intake form submissions
• Generate AI-based summaries and lead scoring
• Enable pipeline tracking and reminders
• Provide customer support
• Improve platform performance and reliability
• Process subscription billing

We do not sell user or submission data.

4. AI Processing

HeyIntake uses automated systems to analyze intake form submissions for scoring and summarization.

This processing is performed solely to provide functionality within the Service.

We do not use your data to train public AI models.

5. Data Storage and Security

We implement reasonable administrative, technical, and organizational safeguards to protect information.

However, no system is completely secure. By using the Service, you acknowledge that data transmission carries inherent risks.

Payment data is processed by Stripe and is not stored on HeyIntake servers.

6. Data Retention

We retain account and submission data for as long as your account remains active.

Upon account termination:

• Data may be deleted within a reasonable period
• Backup copies may persist temporarily for system integrity

7. Data Sharing

We may share data only with:

• Service providers (e.g., hosting, payment processing)
• Legal authorities if required by law
• In connection with a business transfer (e.g., merger or acquisition)

We do not share or sell submission data for advertising.

8. User Responsibilities

You are responsible for:

• Ensuring you have permission to collect and process customer data
• Complying with applicable privacy laws in your jurisdiction

HeyIntake acts as a service provider to your business.

9. International Users

HeyIntake operates from the United States. By using the Service, you consent to data processing in the United States.

10. Your Rights

Depending on your jurisdiction, you may have rights to:

• Access your data
• Request correction
• Request deletion

To make a request, contact: hello@heyintake.com

11. Changes to This Policy

We may update this Privacy Policy from time to time. Continued use of the Service constitutes acceptance of the updated policy.

12. Payment Processing

Payments are processed securely through Stripe, Inc. HeyIntake does not store full credit card numbers. Payment information is handled directly by Stripe in accordance with their Privacy Policy.

13. Contact

For questions, contact: hello@heyintake.com